Impact of Crude Oil, Naphtha and Foreign-Exchange Movements on Raw Materials and Earnings
First written in FY2017. 10 of 21 entries say "Restated". Latest entry: 2026-10-19.
Nakamoto Packs moved to the "Worse" side of this theme in 2017, 4 years before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.
18 other companies' latest entry also says "Worsened".
- FY2027-H1RestatedAnnual report
「Our group's business activities have also been affected by higher manufacturing costs resulting from soaring energy prices and by supply-chain disruptions, and we will continue to respond cautiously.」
The company continues to recognize the risk of higher raw material and manufacturing costs arising from energy prices and the supply chain. - FY2026Added the risk of difficulty procuring resources due to trade policy and geopolitical factors.Annual report
「Procurement itself may also become difficult due to the trade policies of individual countries and geopolitical risks, including conflicts, wars and terrorism. We are working to reduce the use of petrochemical-derived materials and diversify procurement routes. However, if crude oil prices, electricity costs or fuel costs fluctuate significantly, for example, or if supply chain disruptions or other events cause prices to surge because of difficulty procuring resources used as raw materials for resins, inks and other products, or if plant operations are suspended or operating rates decline, the Group's operating results may be affected.」
In addition to the existing risks from fluctuations in crude oil and naphtha prices and foreign exchange rates, explicit risks relating to difficulty procuring resources and suspension of operations due to trade policy and geopolitical factors have been added. Reducing petrochemical-derived materials and diversifying procurement routes are also described as measures to address these risks. - FY2024-Q3RestatedAnnual report
「The business activities of our group have also been affected by higher manufacturing costs resulting from soaring energy prices and disruptions in the supply chain, and conditions remain challenging.」
Higher manufacturing costs resulting from energy and resource prices and the effects of supply chain disruptions continue to affect actual business operations. - FY2024-Q1RestatedAnnual report
「The business is being affected by higher manufacturing costs due to surging energy prices and by supply chain disruptions, and conditions remain difficult.」
Higher manufacturing costs resulting from energy and resource prices and the effects of supply chain disruptions continue. - FY2023-Q3RestatedAnnual report
「The business activities of our group have also been affected by higher manufacturing costs resulting from soaring energy prices and disruptions in the supply chain, and conditions remain challenging.」
Higher manufacturing costs and business impacts caused by surging energy prices and supply chain disruptions continue to occur in practice. - FY2023-Q2MaterialisedAnnual report
「The business activities of our group have also been affected by higher manufacturing costs resulting from soaring energy prices and disruptions in the supply chain, and conditions remain challenging.」
Higher manufacturing costs and business impacts caused by surging energy prices and supply chain disruptions continue to occur in practice. - FY2023-Q1MaterialisedAnnual report
「The business is being affected by higher manufacturing costs due to surging energy prices and by supply chain disruptions, and conditions remain difficult.」
The existing risks relating to crude oil and energy prices and resource procurement are now being reflected in higher manufacturing costs due to surging energy prices and the effects of supply chain disruptions. - FY2022WorsenedAnnual report
「If crude oil prices fluctuate significantly, or if supply chain disruptions or other events make it difficult to procure resources used as raw materials for resins, inks and other products, causing prices to surge, the Group's operating results may be affected.」
In addition to the existing risks from fluctuations in crude oil and naphtha prices and foreign exchange rates, difficulty procuring resources and surging raw material prices caused by supply chain disruptions have emerged as specific risks. - FY2022-Q1MaterialisedAnnual report
「There was also an increase in orders, apparently brought forward in preparation for higher raw-material prices resulting from rising crude oil prices, resulting in revenue of ¥6,506 million, up 13.1% year on year.」
The rise in raw material prices accompanying higher crude oil prices is described as an actual business condition and has also led to an increase in orders, apparently as customers brought purchases forward in anticipation of further price increases. - FY2020RestatedAnnual report
「The prices of these raw materials are affected by international commodity-market conditions for crude oil, naphtha and other commodities, as well as foreign-exchange movements. Significant fluctuations in crude oil prices could affect the group's operating results.」
The risk that crude oil and naphtha market conditions and foreign-exchange movements affect raw-material prices, selling prices and gross profit continues. - FY2019-Q1MaterialisedAnnual report
「There was also an impact from higher raw-material prices, intensifying competition with competitors and packaging-material renewals,」
Rising raw-material prices materialized as a business-environment factor affecting orders and profit in the food-related business. - FY2018RestatedAnnual report
「The prices of these raw materials are affected by international commodity-market conditions for crude oil and naphtha, as well as foreign-exchange movements. Significant fluctuations in crude-oil prices could affect the Group’s business performance.」
The risk that crude oil and naphtha market conditions and foreign-exchange movements affect raw-material prices, selling prices and gross profit continues to be described. - FY2018-Q1MaterialisedAnnual report
「However, the impact of price increases for some materials due to higher crude oil prices resulted in gross profit of ¥597 million, down 2.9% year on year.」
The risk that crude oil price movements affect raw-material prices materialized, with material price increases due to higher crude oil prices affecting gross profit in the food-related business. - FY2017First statedAnnual report
「The prices of these raw materials are affected by international commodity-market conditions for crude oil and naphtha, as well as foreign-exchange movements. Significant fluctuations in crude-oil prices could affect the Group’s business performance.」
The risk that raw-material prices for resins, films and other materials are affected by crude oil and naphtha market conditions and foreign-exchange movements, with effects flowing through to selling prices and gross profit, is explicitly described.